FIFA World Cup arrives June 13. SF Pride closes the month. Stern Grove, North Beach Festival, and a stacked Fillmore calendar fill the gaps.
Giants host Arizona tonight. They lost 6-2 yesterday -- Roupp took the L. Good weeknight decompression if you need it before tomorrow's MRVL earnings move.
Monthly street party literally on your block. Local food, art, live music. Free. Fourth Thursday through September.
Qatar vs Switzerland, Austria vs Jordan, Turkey vs Paraguay, and more. Fan Zones at Thrive City, Pier 39, China Basin Park. Once-in-a-generation Bay Area event.
The best free live music in SF. Japanese Breakfast on June 28 will be the most packed -- arrive early or regret it.
One of the nation's longest-running street festivals. Grant Avenue, Washington Square Park, beer gardens, music, and the Blessing of the Animals.
Markets reopen today. Semis on a historic 32-year winning streak. Your $300K META-to-semi rotation execution window is here.
NVDA at $215.33 (entry zone). ASML at new ATH $1,633. TSM at $404.52. AVGO at $414.14. MRVL reports Wednesday -- creates event risk so consider scaling in. The plan: NVDA 30%, TSM 25%, ASML 20%, AMAT 10%, AVGO 10%, Cash 5%.
Historic run. ASML, AMAT, and Lam Research all up 25%+ YTD. Historical data suggests momentum continues after streaks this long, but positioning is stretched. The 30-year Treasury at 5.19% (highest since 2007) is the headwind to watch.
Proposed 60-day ceasefire with Strait of Hormuz reopening crashed oil. Then Khamenei ordered enriched uranium stays in-country. Net: lower oil is a tech tailwind, but the deal isn't done. Brent whipsawed $99-$107.
Carrick's permanent, Ederson's virtually done, and Bruno broke the all-time assists record.
Carrick's first signing is a 26-year-old box-to-box midfielder who fills the Casemiro-shaped hole perfectly. Even Atalanta's manager confirmed the talks. Window opens June 15 -- more to come.
Also won FWA Player of the Year, PL Player of the Season, and Sir Matt Busby award. United finished 3rd with 68 points, 14 behind champions Arsenal (82). UCL secured.
AI captured 81% of $300B in Q1 VC. Hark ($700M), Decart ($300M), Anthropic ($30B+), and SpaceX S-1 lead the week.
New AI lab building "universal interface between humans and machines" -- pairing foundation models with hardware. The investor list is a who's who of physical AI.
Fast-tracked into S&P 500. Wafer-scale inference story is compelling but the market hasn't figured out what it's worth. CBRS on NASDAQ.
If the $70-90B raise happens, this will be the largest IPO in history by a staggering margin. Starship + Starlink = generationally significant.
Figure AI's 200-hour warehouse run is the headline. Open-source humanoids arrive at $2,500.
The most convincing humanoid demonstration to date. Not a 30-second clip -- 200 hours of actual package sorting with zero mechanical failures. CEO Brett Adcock said beforehand there was a "high chance something would break."
The Linux moment for humanoids. Same week Figure is valued at $39B. The cost gap between open and proprietary is closing fast.
Bleachers and Maisie Peters dropped strong albums. Taylor still owns the Hot 100. SF June calendar is loaded.
Alex Isley is the sleeper pick -- her voice is otherworldly. Pomplamoose (Jun 26) and Holly Humberstone (Jun 28) round out a stacked month.
"Don't You Want Me," "Tainted Love," and "Only You" in one night. Book before it sells out.